investment strategy

Some People Call It Luck – We Call It a Planning Opportunity

Today, we’re talking about what to do when things go right. A windfall, a surprise, an unexpected financial event. Because good fortune without a plan can unravel faster than you’d expect.

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The Surprisingly Hard Part of Retirement Nobody Warns You About

Most retirement conversations are about saving enough. Today, Sean’s talking about the other side of that. What happens when you’ve saved, you’re there, and you still can’t bring yourself to spend it?

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10 Retirement Myths Too Many People Still Believe

Sean plays MythBusters and takes on ten common retirement beliefs that can quietly undermine a well-built plan.

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Retirement Satisfaction

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs.

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Focus On What You Can Control

Ask yourself, as an investor, what can you control? Starting with acknowledging what you can and cannot control will help you make better decisions and worry less when it comes to your investments.

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